Manu Rishi Guptha
@manurishiguptha
Blogger, Fund manager, Hotelier, Golfer, Stoic. I believe that sarcasm is the Soul of Wit - if incomprehensible pls unfollow. MRG CAPITAL http://mrgcapital.in
Navigating the stock market in months filled with geopolitical overhangs and drawdowns is like trying to find a road amidst a symphony of potholes. Not the other way round.... ....where one is pretending to be Alibaba - shouting “Open Sesame” (खुल जा सिम सिम) on a freeway to…
#Zomato #colgate Zomato's trailing annualised EPS of ₹0.12 (12 paise), commands a market cap of ₹3 lakh crore (nearly $35 B) and Colgate Palmolive's trailing annualised EPS ₹50.76 (423 times Zomatos), commands a market cap of just ₹65,000 crore ($7.6 B). One can't fight…
#TechnicalPnL @AxisBank has been a market leader in new products, innovation and services since 1993. But their legacy will be cemented by their latest innovation of Technical PnL. The legacy of Sh. P. J. Nayak ji has finally manifested today with the invention of this new…
#Inflation The reality versus the comfortable and satiating myth @kaul_vivek hits it out of the park with the simplicity and comprehendibility of the inflation narrative Counterpoint : Is a sharp fall in inflation in a country that is still believably growing at 7% a cause…
Why a 77-month low inflation of 2.1 percent doesn’t feel low The official inflation figure may guide policy, but it doesn’t reflect your bills. Your cost of living depends on your lifestyle, location, and spending priorities – and not on a national average inflation. So,…
Thanks for your thoughtful reply, @Iamsamirarora - respect your sharp take here. Manipulation's definition can feel a bit slippery, depending on who's arguing and from which side. In Jane Street's case, they spotted an arbitrage gap in our thin markets, exploited it legally…
All that sounds good but free market does not mean that "manipulation" needs to be allowed. Also, I don't think you really believe that circuit breakers is what is preventing Indian markets to develop to their full potential. What is your view on US and other regulators pursuing…
#JapaneseBondYields As Japanese 10Y and 30Y bond yields spike sharply - hitting multi-decade highs amid fiscal jitters - we're reminded of a timeless truth: Everyone loves to talk about risk, yet we revel in ignoring it. It's convenient, satisfying... until it arrives suddenly,…
Jane Street – Why it deserves Our Gratitude: Exposing the Fragile Underbelly of India's Markets I’ve been watching the markets for years - managing wealth, building portfolios, witnessing booms, crashes, scams, reform cycles, and regulatory knee-jerks. But nothing baffles me…
#tatarealty @tatarealty ceo @SanjayBDutt gives an insightful and an evolved solution to create a formidable moat around #realestate prices. All home owners who have bought #Gurgaon and #Bombay real estates upwards of 1 lac per sq feet would now start appreciating the…
Cities with the worst infrastructure have the highest home prices.
This philosophy/consolation will be required soon somewhere on the planet in the not so distant future. #money #Fiat
Indeed this is the Truth
#JaneStreetGroup #JaneStreetScam Without them, the gamblers (option buyers) and the casino (option sellers) have no incentive left to trade. ..and ultra-low #VIX is masking the pain of the broader market with terrible breadth since the last 3 days. Is the manipulation over -…
#Trent #dreamfolks In the stock market, price and performance must ultimately align. Narratives flicker, but valuations persist.. When a stock’s price races ahead of its fundamentals, either the price corrects or the performance must catch up to justify the valuation. This…
ADP Non Farm Payroll crash traps #JeromePowell : Economy Sinks, Trump Proven Right The ADP jobs report (-33K vs. +99K expected) signals a labor market in distress, amplifying calls for an emergency #FederalReserve rate cut. Powell’s inaction risks economic collapse, validating…
I had once asked a fund mgr why you invest in IPO/Block when even promoters feels it is good price to exit!? FM - It is not me, it is investors pushing more funds at high valuations. I just promise them a sincere attempt to beat mkt avg. Poor returns is their fate, not my doing
We do sincerely hope that #MutualFunds were able to grab this opportunity for the greater good of their unit holders. #MutualFundsSahiHai
We do sincerely hope that #MutualFunds were able to grab this opportunity for the greater good of their unit holders. #MutualFundsSahiHai
PB Fintech cofounders Yashish Dahiya and Alok Bansal dumped a large number of shares of the company via bulk and block deals today, making INR 619.6 Cr and INR 300.6 Cr, respectively. A Thread🧵:(1/2)